Store of Value
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X @Bankless
Bankless· 2025-09-24 12:00
LIVE NOW -- Vitalik Declares DeFi Ethereum’s Killer App | Ryan & David@VitalikButerin just declared DeFi as Ethereum’s “killer app.” In his new post, he compares it to Google Search, the dependable core business that powers everything else.Ryan and David break down why Vitalik believes DeFi has finally earned this title, how it survived the volatility of the last cycle, and what it means for ETH as collateral, culture, and revenue. They cover the Google analogy, the risks DeFi has outgrown, and why this mom ...
'I Just Think It Is So Interesting': This Warren Buffett-Inspired Portfolio Manager Is Pouring Billions Into Bitcoin
Yahoo Finance· 2025-09-20 16:32
Core Viewpoint - Capital Group, a mutual fund manager, is significantly investing in Bitcoin-related stocks, driven by Mark Casey, who aligns his investment philosophy with Warren Buffett's principles despite Buffett's negative stance on Bitcoin [2][4]. Investment Strategy - Capital Group has invested approximately $1 billion into Bitcoin-related stocks in recent years, indicating a strong commitment to the cryptocurrency market [2]. - The firm acquired a 12.2% stake in MicroStrategy for about $500 million in 2021, marking a strategic entry into Bitcoin exposure [6]. - Additionally, Capital Group has purchased a 5% stake in Metaplanet, a Japanese hospitality firm that transitioned into a Bitcoin treasury firm, with its stock experiencing a surge of up to 6000% since the pivot [7]. Market Perspective - Mark Casey believes Bitcoin has the potential to surpass gold as the preferred store of value, with gold's market capitalization at nearly $25 trillion compared to Bitcoin's $2.3 trillion, suggesting significant growth potential for Bitcoin [4]. - Casey views Bitcoin as a commodity and evaluates Bitcoin treasury firms similarly to companies dealing in physical commodities like gold and oil [10]. Personal Insights - Casey's interest in Bitcoin was sparked by a meeting with early Bitcoin advocate Wences Cesares in 2013, and he expressed a strong enthusiasm for Bitcoin, calling it one of the coolest creations by people [4][5].
Winklevoss Twins Predict $1 Million Bitcoin as Gemini Goes Public
Yahoo Finance· 2025-09-13 03:04
Core Insights - The Winklevoss twins predict Bitcoin could reach $1 million within the next decade as their crypto exchange Gemini begins trading on Nasdaq [1] - Gemini's public listing under the ticker GEMI values the company at approximately $4.4 billion, with shares opening around $28 [2] - Bitcoin is currently trading above $116,000, highlighting its significant growth from a few hundred dollars a decade ago [3] Company Overview - Gemini's market debut marks a significant milestone for the company, founded in 2014, during a time when cryptocurrency was not mainstream [2] - The public listing provides Gemini with a larger platform and increased transparency, attracting investor attention in a regulated environment [8] Bitcoin's Growth Potential - The Winklevoss twins believe Bitcoin has the potential to replace gold as a long-term store of value, emphasizing that it does not need to be used for daily transactions to hold value [4][7] - They argue that Bitcoin is still in the early stages of its life cycle, suggesting that if adoption increases, the price could rise tenfold from current levels [5] Market Sentiment - While the twins' prediction is optimistic, some market analysts express caution, citing regulatory challenges and market volatility as potential obstacles to growth [6] - The twins maintain a long-term perspective, believing that historical trends support their bullish outlook on Bitcoin's future [10]
X @Market Spotter
Market Spotter· 2025-09-12 08:01
Which is the ultimate store of value?💰 #BTC📈 #ETH🌊 Gold ...
X @Joe Consorti ⚡️
Joe Consorti ⚡️· 2025-09-11 22:55
Investment Strategy - Homeownership may not be a significant wealth creator for younger generations as it was for older generations [1] - The industry suggests rethinking net worth building strategies [1] - The industry recommends exploring strategies built on sound money [1] Bitcoin & Store of Value - Bitcoin is positioned as a store of value [1] - Homes should be homes, and stores of value should be stores of value [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-09-05 08:06
All chains compete to be cheaper & faster.Not ETH.Ethereum is slow and expensive but decentralized, secure with $ETH fighting for its role as SoV (not here yet so it's not priced in).Vivek is right. New corpo L1s isn't great for L2s but definitely worse for alt-L1s.Vivek Raman (@VivekVentures):The beginning of the end for alt-L1s ...
Is Bitcoin price being manipulated?! 🚨
Bitcoin Bram· 2025-09-03 20:32
How do speculative activities uh like ETFs or the leverage positions impact Bitcoin's adoption as a reliable store of value. >> The real question is of all the assets in the world, which one is the hardest to manipulate long-term is the real question. Um, and I'd argue to you the one that has a fixed supply is probably long-term the hardest to manipulate, provided that it has a sufficient amount of liquidity. ...
X @Crypto Rover
Crypto Rover· 2025-09-01 18:47
💥BREAKING:🇺🇸 ERIC TRUMP JUST SAID, “#BITCOIN IS ONE OF THE GREATEST STORES OF VALUE" https://t.co/VtRYls8cCx ...
X @Bitcoin Archive
Bitcoin Archive· 2025-08-30 12:21
Bitcoin Adoption & Evolution - Payments were the initial product-market fit via Silk Road, but technology hindered mass adoption [1] - Store of Value (SoV) became the first scalable product-market fit, requiring 16 years to mature [1] - SoV will drive payment technology advancements capable of scaling [1] Liquidity & Future Development - Treasury companies are expected to supply the necessary liquidity for scaling payment technologies [1]